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Reveals the proprietary framework used by an exclusive community of top money managers and value investors in their never-ending quest for untapped investment ideas

Considered an indispensable source of cutting-edge research and ideas among the world's top investment firms and money managers, the journal The Manual of Ideas boasts a subscribers list that reads like a Who's Who of high finance. Written by that publication’s managing editor and inspired by its mission to serve as an "idea funnel" for the world's top money managers, this book introduces you to a proven, proprietary framework for finding, researching, analyzing, and implementing the best value investing opportunities. The next best thing to taking a peek under the hoods of some of the most prodigious brains in the business, it gives you uniquely direct access to the thought processes and investment strategies of such super value investors as Warren Buffett, Seth Klarman, Glenn Greenberg, Guy Spier and Joel Greenblatt.

Written by the team behind one of the most read and talked-about sources of research and value investing ideas

Reviews more than twenty pre-qualified investment ideas and provides an original ranking methodology to help you zero-in on the three to five most compelling investments

Delivers a finely-tuned, proprietary investment framework, previously available only to an elite group of TMI subscribers

Step-by-step, it walks you through a proven, rigorous approach to finding, researching, analyzing, and implementing worthy ideas

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Editorial Reviews

Review

"The Manual of Ideas: The Proven Framework for Finding the Best Value Investments provides an overview of nine value investing strategies, including why each one is expected to work, the uses and misuses of each, and how to identify specific investment opportunities for each strategy. It is a useful book both for those looking for a current overview of value investing and for the more experienced value investor seeking a critical analysis of value investing strategies and thoughts on methods for identification of specific investment opportunities." —CFA Institute Book Review

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It lives up to its promise of offering you, "the proven framework for finding the best value investments." It morphs you into the role of a capital allocator. It covers the whole gamut of value investing arena: starting from Ben Graham's Deep Value via Greenblatt's Magic Formula, Small stocks, Special Situations to International Value Investments going beyond your national frontiers it covers everything. The Key Takeaways at the end of every chapter helps you the remember the key points easily.

This text is just the beginning of your value investing journey which continues through the author, John Mihaljevic's eponymous website manualofIdeas.com where you get so much more. While I subscribe to his website's paid offerings I carry no business brief from him. IMHO, if you are indeed serious about investing in stock market, you would do well to read and/or listen to the text and use the resources at his website.

Having read a number of other "classic" investing books, much of this book was a refresher on what has been written elsewhere. Where this book shines is in the succinct review of the investment styles, practical examples, thoughts of portfolio managers and an approach to thinking about the different opportunities holistically as they fit into a portfolio. I applaud John for his concise writing and mental flexibility. The book covers Graham net-nets, Small caps, Magic Formula, Sum-of-the-parts, International Equities, Equity Stubs etc. The beauty of this book is it is equally as valuable to a tried and true investment practitioner as it is to a novice dipping their toes in the water. Through this book and his MOI newsletter, John is one of the great contributors to investing today.

As editor and publisher of the monthly research paper, "The Manual of Ideas", John Mihaljevic has a unique perspective into the world of investing.

John has condensed the years of research from his publication and has compiled it with his personal experiences and the experiences of the best and brightest value investors into a practical guide. Every chapter addresses a specific approach to investing, he explains the theory behind it and then presents the practical aspects of 'how' and 'why' it works, then continues with 'where' to find these ideas and 'what' tools to use. At the end of each chapter, the author summarizes the Key takeaways.

The Manual of Ideas is the metaphorical "Toolbox" that no investor should be without. It's a distillation of many years and generations of investor experiences.

If you're like me, trying to expand your universe of investing and wanting to add to your tool-belt other approaches to investing, then this book should definitely be on your bookshelf.

Well worth the price of admission. The book may have some drawbacks in the sense that is only briefly surveys investment idea types (not as much depth as I would have liked, but on the other hand it's not a textbook) and the author frequently references his own website. I feel that this is overcome by the chapters on Magic Formula and Net Net Investing alone. If you are new to value investing this book will be very informative and will assist in idea generation (hence the Book's title) and help you filter out some of the noise in research ("news" made by technical and momentum traders). I felt that the book was fun and has pointed me in the right direction. Check Out this lecturer by the author at Google. This will give you a taste of what to expect: [...]

I really enjoyed this book, and I think it is worth reading if you have an interest in value investing. While this is not a book for absolute beginners (those buying their first investment books), I think it is an indispensable read for all other investors. For experienced investors, the book digs deeper into existing methods (with a few new insights and surprises), while those newer to investing will be served a veritable feast of value investing methods. I am also a subscriber to the monthly edition of 'The Manual of Ideas' and I found the book continues the high standards that John Mihaljevic has already set for himself. I would certainly recommend this book, and I look forward to any new books that he might publish in the future.

This book runs though various investing styles, typically with a value bias, and documents their pros and cons, often using recent examples (note - recent for 2013, by 2015+ the examples will be dated). It's a good summary of investment themes for the reasonably advanced investor. For example, you should ideally know what a price/book ratio is and know your way around a balance sheet and income statement before reading this book, if not, there are probably other books you'd get more value out of or you may find this book slow going. The book is also a good summary of other investment books out there, since it devotes basically a chapter to many of them (e.g. Magic Formula Investing, Graham/Dodd, Buffet etc.). If you are an active value investor you'll enjoy this book. I was skeptical because it is a book that basically originated from an investment newsletter, and investment newsletters are frankly useless scams in many cases, but even the underlying investment newsletter behind this is exceptionally high quality. Ultimately, this book manages to both summarize and critique value investing methodologies/techniques effectively for an advanced audience. I'd put it in the top 10% of investing books I've read.